LMP Capital & Income Fund Inc.
SCD- Exchange
- NYSE
- SEC CIK
- 0001270131
No open-market purchases or sales by LMP Capital & Income Fund Inc. insiders were filed in the last 90 days; 58 institutions reported holding it in 13F filings for Q2 2026, worth $121.6M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in LMP Capital & Income Fund Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 53
- +8 vs. Q1 2025
- Shares held
- 4.79M
- +633.4K (+15.2%) vs. Q1 2025
- Total value
- $74.8M
- +$8.56M (+12.9%) vs. Q1 2025
- New holders
- 11
- 17 more added
- Sold out
- 3
- 14 more reduced
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SCD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 58 | $121.6M |
| Q1 2026 | 54 | $117.9M |
| Q4 2025 | 61 | $119.9M |
| Q3 2025 | 56 | $127.7M |
| Q2 2025 | 53 | $74.8M |
| Q1 2025 | 45 | $66.2M |
| Q4 2024 | 41 | $68.4M |
| Q3 2024 | 40 | $81.5M |
| Q2 2024 | 42 | $64.8M |
| Q1 2024 | 43 | $79.7M |
| Q4 2023 | 46 | $65.9M |
| Q3 2023 | 39 | $52.9M |
| Q2 2023 | 42 | $55.4M |
| Q1 2023 | 45 | $55.5M |
| Q4 2022 | 42 | $54.2M |
| Q3 2022 | 36 | $61.1M |
| Q2 2022 | 38 | $54.2M |
| Q1 2022 | 39 | $59.1M |
| Q4 2021 | 46 | $69.9M |
| Q3 2021 | 37 | $61.2M |
| Q2 2021 | 43 | $62.8M |
| Q1 2021 | 37 | $58.2M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding LMP Capital & Income Fund Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 2,030,951 | $31.7M | 0.01% | +55,945+2.8% | Added |
| Morgan Stanley | 391,264 | $6.10M | 0.00% | +13,241+3.5% | Added |
| Advisors Asset Management, Inc. | 353,804 | $5.52M | 0.10% | −89,294−20.2% | Reduced |
| Wells Fargo & Company | 178,802 | $2.79M | 0.00% | +11,310+6.8% | Added |
| Steward Partners Investment Advisory, LLC | 175,974 | $2.75M | 0.02% | −2,343−1.3% | Reduced |
| Polar Asset Management Partners Inc. | 160,400 | $2.50M | 0.06% | +160,400 | New |
| Sit Investment Associates Inc | 123,942 | $1.93M | 0.04% | +123,942 | New |
| Royal Bank of Canada | 108,852 | $1.70M | 0.00% | +50,763+87.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 89,138 | $1.42M | 0.00% | +29,856+50.4% | Added |
| Second Line Capital, LLC | 71,600 | $1.13M | 0.26% | −4,000−5.3% | Reduced |
| Aptus Capital Advisors, LLC | 71,600 | $1.12M | 0.01% | −4,000−5.3% | Reduced |
| Boothbay Fund Management, LLC | 57,594 | $898.5K | 0.03% | +57,594 | New |
| Alpine Global Management, LLC | 57,594 | $898.5K | 0.20% | +57,594 | New |
| Advisor Group Holdings, Inc. | 55,202 | $861.2K | 0.00% | +13,644+32.8% | Added |
| Astoria Portfolio Advisors LLC. | 56,383 | $858.1K | 0.24% | −45−0.1% | Reduced |
| Chapin Davis, Inc. | 52,652 | $821.4K | 0.23% | +5,250+11.1% | Added |
| AlphaStar Capital Management, LLC | 51,582 | $804.7K | 0.06% | +1,551+3.1% | Added |
| Cable Car Capital LLC | 50,000 | $780.0K | 0.34% | +50,000 | New |
| Cornerstone Advisors, LLC | 39,376 | $614.3K | 0.02% | +28,476+261.2% | Added |
| GWM Advisors LLC | 37,871 | $590.8K | 0.00% | +5,531+17.1% | Added |
| Balyasny Asset Management LLC | 36,616 | $571.2K | 0.00% | +36,616 | New |
| Atomi Financial Group, Inc. | 35,542 | $554.5K | 0.02% | +2,608+7.9% | Added |
| Newbridge Financial Services Group, Inc. | 35,542 | $554.5K | 0.09% | +35,542 | New |
| Yakira Capital Management, Inc. | 31,218 | $487.0K | 0.18% | +31,218 | New |
| LPL Financial LLC | 29,897 | $466.4K | 0.00% | −1,093−3.5% | Reduced |
| Quarry LP | 29,766 | $464.4K | 0.11% | +29,766 | New |
| NWF Advisory Services Inc. | 28,288 | $441.3K | 0.05% | 00.0% | Unchanged |
| Bank of America Corp | 28,142 | $439.0K | 0.00% | −4,140−12.8% | Reduced |
| XML Financial, LLC | 25,468 | $397.3K | 0.03% | 00.0% | Unchanged |
| PFG Advisors | 25,365 | $395.7K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 25,044 | $390.7K | 0.00% | +11,653+87.0% | Added |
| Envestnet Asset Management Inc | 23,020 | $359.1K | 0.00% | −3,024−11.6% | Reduced |
| Wetherby Asset Management Inc | 22,810 | $355.8K | 0.02% | +22,810 | New |
| Ameriprise Financial Inc | 21,697 | $338.5K | 0.00% | −1,997−8.4% | Reduced |
| Commonwealth Equity Services, LLC | 21,641 | $338.0K | 0.00% | +181+0.8% | Added |
| Private Advisor Group, LLC | 20,334 | $317.2K | 0.00% | +2,594+14.6% | Added |
| Comerica Bank | 18,500 | $288.6K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,029 | $250.0K | 0.00% | +3,062+23.6% | Added |
| Ashton Thomas Securities, LLC | 15,500 | $241.8K | 0.06% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 15,095 | $235.0K | 0.00% | −50.0% | Reduced |
| International Assets Investment Management, LLC | 13,226 | $206.3K | 0.02% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 12,060 | $188.1K | 0.09% | −349−2.8% | Reduced |
| MGB Wealth Management, LLC | 11,999 | $187.2K | 0.06% | −11,999−50.0% | Reduced |
| Aurora Private Wealth, Inc. | 10,737 | $167.0K | 0.12% | +228+2.2% | Added |
| UBS Group AG | 9,824 | $153.3K | 0.00% | −498−4.8% | Reduced |
| MAI Capital Management | 6,000 | $93.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,503 | $39.0K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2,132 | $33.3K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,200 | $18.7K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $12.0K | 0.01% | +100+14.3% | Added |
| Farther Finance Advisors, LLC | 650 | $10.1K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 45 | $702 | 0.00% | −74−62.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 0 | $2 | 0.00% | 0 | New |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −43,788−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −40,371−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,045−100.0% | Sold out |